Terms and Conditions
Community First Financial Solutions
Effective Date: January 1, 2026
These Terms and Conditions (“Agreement”) are entered into by and between Community First Financial Solutions (“Company,” “we,” “our,” or “us”) and any client, visitor, or user (“you,” “your,” or “Client”) who accesses our website, books a service, submits information, or engages with our services.
By using our website, scheduling a consultation, booking any paid or free service, or submitting your information, you agree to be bound by these Terms and Conditions.
1. Scope of Services
1.1. Community First Financial Solutions provides professional financial services including, but not limited to:
Individual and business tax preparation
Tax consultation and IRS compliance services
Bookkeeping services
Business consulting
Credit Repair Assitance
Community 1st CRM system
1.2. All services are provided virtually unless otherwise stated.
1.3. We rely on the accuracy and completeness of the information you provide. We do not guarantee specific tax outcomes, refund amounts, or financial results.
2. Client Responsibilities
2.1. You agree to provide truthful, accurate, and complete information.
2.2. You are responsible for reviewing all tax returns and documents prior to submission.
2.3. Failure to provide requested documentation in a timely manner may delay services.
3. Fees and Payment
3.1. Service fees will be disclosed before work begins.
3.2. A deposit of up to 50% may be required prior to the start of services.
3.3. Remaining balances are due upon completion of services unless otherwise agreed in writing.
3.4. We reserve the right to withhold completed documents until payment is received, where permitted by law.
4. Cancellation and Refund Policy
4.1. Cancellations must comply with our published cancellation guidelines.
4.2. Due to the professional nature of financial and tax services, no refunds will be issued once services have been completed or work product has been delivered.
5. Express Consent for Text Messaging & Email Communications
5.1. By booking any paid service, free consultation, submitting a form, or scheduling an appointment with Community First Financial Solutions, you acknowledge that you are voluntarily providing express consent to receive communications from our team.
5.2. These communications may include:
Appointment confirmations and reminders
Service-related notifications
Tax updates and important account information
Marketing emails and promotional messages
SMS/text messaging communications
5.3. Your booking or submission of information constitutes an intentional opt-in to receive communications related to services and marketing from Community First Financial Solutions.
5.4. Message frequency may vary. Standard message and data rates may apply.
5.5. Consent to receive text messages or emails is not a condition of purchase.
5.6. You may withdraw consent at any time by:
Replying STOP to any text message
Clicking the unsubscribe link in marketing emails
Contacting our office directly at (786) 360-1781
5.7. Listing SMS communications within these Terms alone does not constitute consent. Consent is obtained through affirmative actions such as booking a service, completing a form, requesting contact, or otherwise authorizing communication.
6. Privacy and Data Security
6.1. We implement reasonable administrative, technical, and physical safeguards to protect your personal and financial information.
6.2. Please refer to our Privacy Policy for additional details regarding data handling and protection.
7. Electronic Communications and E-Signature Consent
7.1. You consent to receive communications, agreements, tax documents, and disclosures electronically.
7.2. Electronic signatures and digital acknowledgments shall have the same legal effect as handwritten signatures in accordance with applicable federal and state laws.
8. Intellectual Property
8.1. All website content, branding, text, graphics, workflows, and materials are the intellectual property of Community First Financial Solutions.
8.2. Unauthorized reproduction, resale, or distribution is prohibited.
9. Limitation of Liability
9.1. To the fullest extent permitted by law, our liability shall be limited to the total fees paid for the specific service giving rise to the claim.
9.2. We are not liable for indirect, incidental, consequential, special, or punitive damages.
10. Termination
10.1. We reserve the right to suspend or terminate services if:
Terms are violated
Fraudulent activity is suspected
Required documentation is not provided
Payment obligations are not met
11. Governing Law and Dispute Resolution
11.1. This Agreement shall be governed by the laws of the State of Florida.
11.2. Any disputes arising from this Agreement shall be resolved through binding arbitration in Miami-Dade County, Florida, unless otherwise required by law.
12. Modifications to Terms
12.1. We reserve the right to modify these Terms and Conditions at any time.
12.2. Updated versions will be posted on our website with a revised effective date.
Continued use of our services after updates constitutes acceptance of the revised Terms.
13. Contact Information
Community First Financial Solutions
Phone: (786) 360-1781
Website: www.community1tax.com